Compass Planning Associates Inc Vanguard Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Vanguard stock. As of the latest transaction made, Compass Planning Associates Inc holds 10,785 shares of VGSH stock, worth $632,863. This represents 0.64% of its overall portfolio holdings.
Number of Shares
10,785Holding current value
$632,863% of portfolio
0.64%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
255MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$435 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio